5/9/2024 | Blair William & Co. IL | 7,002 | $406K | 0.0% | -17.9% | 0.012% | |
5/9/2024 | Interchange Capital Partners LLC | 5,681 | $335K | 0.2% | +9.8% | 0.010% | |
5/8/2024 | Addison Capital Co | 3,686 | $214K | 0.1% | -8.0% | 0.006% | |
5/7/2024 | Keating Investment Counselors Inc. | 5,135 | $297K | 0.1% | -12.7% | 0.009% | |
5/7/2024 | Benedetti & Gucer Inc. | 5,202 | $301K | 0.1% | -16.1% | 0.009% | |
5/2/2024 | Hudock Inc. | 4,354 | $252K | 0.1% | -8.6% | 0.008% | |
|
5/2/2024 | Conservest Capital Advisors Inc. | 56,978 | $3.30M | 0.3% | -1.2% | 0.098% | |
5/2/2024 | Choreo LLC | 11,192 | $646K | 0.0% | N/A | 0.019% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,280 | $306K | 0.0% | -90.0% | 0.009% | |
4/30/2024 | Perigon Wealth Management LLC | 19,688 | $1.14M | 0.0% | -12.6% | 0.034% | |
4/29/2024 | Commonwealth Equity Services LLC | 38,519 | $2.23M | 0.0% | +4.2% | 0.066% | |
4/29/2024 | Principal Financial Group Inc. | 288,797 | $16.73M | 0.0% | -38.0% | 0.497% | |
4/29/2024 | Crescent Grove Advisors LLC | 4,106 | $238K | 0.0% | -30.9% | 0.007% | |
4/29/2024 | Brio Consultants LLC | 16,445 | $953K | 0.2% | +65.4% | 0.028% | |
4/27/2024 | Treasure Coast Financial Planning | 99,361 | $5.76M | 3.8% | +7.8% | 0.171% | |
4/26/2024 | Prairiewood Capital LLC | 177,582 | $10.29M | 4.8% | +15.4% | 0.306% | |
4/26/2024 | JNBA Financial Advisors | 9,811 | $568K | 0.1% | -95.3% | 0.017% | |
4/26/2024 | Sage Rhino Capital LLC | 26,257 | $1.52M | 0.4% | +9.8% | 0.045% | |
4/25/2024 | Regis Management CO LLC | 19,950 | $1.16M | 0.4% | +12.1% | 0.034% | |
4/24/2024 | SOL Capital Management CO | 51,838 | $3.00M | 0.4% | -13.0% | 0.089% | |
4/24/2024 | Landmark Wealth Management LLC | 34,914 | $2.02M | 0.9% | +6.7% | 0.060% | |
4/24/2024 | Simplicity Wealth LLC | 23,074 | $1.34M | 0.0% | N/A | 0.040% | |
4/23/2024 | Satovsky Asset Management LLC | 132,242 | $7.66M | 2.2% | +0.2% | 0.228% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 63,446 | $3.68M | 0.0% | +1.4% | 0.109% | |
4/22/2024 | Corrigan Financial Inc. | 27,931 | $1.62M | 0.4% | -91.1% | 0.048% | |
4/22/2024 | Raymond James & Associates | 359,691 | $20.84M | 0.0% | +2.4% | 0.619% | |
4/19/2024 | Dupree Financial Group LLC | 9,242 | $535K | 0.2% | +2.6% | 0.016% | |
4/19/2024 | Tradewinds Capital Management LLC | 1,673 | $97K | 0.0% | -99.7% | 0.003% | |
4/19/2024 | Hedeker Wealth LLC | 12,939 | $750K | 0.2% | -18.9% | 0.022% | |
4/16/2024 | OneAscent Financial Services LLC | 20,987 | $1.22M | 0.1% | +4.6% | 0.036% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 3,666 | $214K | 0.1% | N/A | 0.006% | |
4/16/2024 | Calton & Associates Inc. | 4,491 | $260K | 0.1% | -4.3% | 0.008% | |
4/16/2024 | Transform Wealth LLC | 4,997 | $289K | 0.0% | -11.5% | 0.009% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 34,150 | $1.98M | 0.0% | -29.3% | 0.059% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 14,755 | $855K | 0.0% | -17.0% | 0.025% | |
4/12/2024 | Annex Advisory Services LLC | 7,582 | $439K | 0.0% | N/A | 0.012% | |
4/12/2024 | Navalign LLC | 14,460 | $838K | 0.3% | -29.2% | 0.023% | |
4/12/2024 | Harbor Investment Advisory LLC | 13,188 | $764K | 0.1% | -11.1% | 0.021% | |
4/12/2024 | Steph & Co. | 89,792 | $5.20M | 1.8% | +3.2% | 0.146% | |
4/11/2024 | Sterling Investment Advisors LLC ADV | 102,202 | $5.92M | 3.5% | +2.8% | 0.166% | |
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4/10/2024 | Pathway Financial Advisors LLC | 5,991 | $347K | 0.1% | +52.6% | 0.010% | |
4/10/2024 | Park Avenue Securities LLC | 8,376 | $485K | 0.0% | -40.9% | 0.014% | |
4/10/2024 | One Plus One Wealth Management LLC | 23,346 | $1.35M | 0.8% | +71.2% | 0.038% | |
4/9/2024 | Lowe Wealth Advisors LLC | 435 | $25K | 0.0% | -90.6% | 0.001% | |
4/9/2024 | Mather Group LLC. | 5,708 | $323K | 0.0% | -46.7% | 0.009% | |
4/4/2024 | Boltwood Capital Management | 40,015 | $2.32M | 0.7% | +76.6% | 0.065% | |
4/3/2024 | Strategic Advocates LLC | 4,316 | $250K | 0.1% | -48.3% | 0.007% | |
4/3/2024 | Versant Capital Management Inc | 95,707 | $5.54M | 1.6% | +9.9% | 0.155% | |
4/3/2024 | Dentgroup LLC | 5,207 | $302K | 0.2% | -15.7% | 0.008% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 120,800 | $6.84M | 3.9% | +8.6% | 0.196% | |
3/15/2024 | Regis Acquisition Inc. | 22,400 | $1.27M | 0.5% | -52.4% | 0.036% | |
2/20/2024 | Nepc LLC | 266,454 | $15.10M | 0.8% | N/A | 0.433% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 74,714 | $4.23M | 0.3% | +0.6% | 0.121% | |
2/15/2024 | Comerica Bank | 21,807 | $1.24M | 0.0% | +239.1% | 0.035% | |
2/14/2024 | Visionary Wealth Advisors | 12,978 | $735K | 0.1% | -1.6% | 0.021% | |
2/14/2024 | Regal Investment Advisors LLC | 35,612 | $2.02M | 0.2% | +2.3% | 0.058% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 967 | $55K | 0.0% | N/A | 0.002% | |
2/14/2024 | Regis Management CO LLC | 17,800 | $1.01M | 0.3% | +12.3% | 0.029% | |
2/13/2024 | Northern Trust Corp | 15,947,819 | $903.44M | 0.2% | +31.3% | 25.910% | |
2/13/2024 | 1832 Asset Management L.P. | 971,679 | $55.05M | 0.1% | +134.0% | 1.579% | |
2/13/2024 | Lake Street Advisors Group LLC | 9,013 | $511K | 0.0% | N/A | 0.015% | |
2/13/2024 | Anson Capital Inc. | 3,625 | $205K | 0.3% | -48.4% | 0.006% | |
2/12/2024 | Evoke Wealth LLC | 45,934 | $2.60M | 0.1% | +939.5% | 0.075% | |
2/12/2024 | Stifel Financial Corp | 122,086 | $6.92M | 0.0% | +21.4% | 0.198% | |
2/12/2024 | Connable Office Inc. | 9,236 | $523K | 0.1% | N/A | 0.015% | |
2/12/2024 | Heritage Wealth Advisors | 1,822 | $103K | 0.0% | N/A | 0.003% | |
2/9/2024 | US Bancorp DE | 18,509 | $1.05M | 0.0% | -8.6% | 0.030% | |
2/9/2024 | Sachetta LLC | 15,864 | $899K | 0.4% | N/A | 0.026% | |
2/9/2024 | Wells Fargo & Company MN | 354,587 | $20.09M | 0.0% | -0.8% | 0.576% | |
2/8/2024 | AMG National Trust Bank | 119,396 | $6.76M | 0.2% | +14.0% | 0.194% | |
2/8/2024 | Financial Advocates Investment Management | 5,677 | $321K | 0.0% | +37.6% | 0.009% | |
2/8/2024 | Tarbox Family Office Inc. | 3,602 | $204K | 0.0% | N/A | 0.006% | |
2/8/2024 | Savvy Advisors Inc. | 5,016 | $284K | 0.3% | N/A | 0.008% | |
2/8/2024 | Janney Montgomery Scott LLC | 53,010 | $3.00M | 0.0% | +1,144.4% | 0.086% | |
2/8/2024 | JNBA Financial Advisors | 206,922 | $11.72M | 1.3% | +1.2% | 0.336% | |
2/7/2024 | Principal Financial Group Inc. | 465,939 | $26.40M | 0.0% | +30.2% | 0.757% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,173 | $293K | 0.0% | +8.1% | 0.008% | |
2/7/2024 | Strategic Advocates LLC | 8,345 | $473K | 0.2% | -14.5% | 0.014% | |
2/7/2024 | Calton & Associates Inc. | 4,691 | $266K | 0.1% | N/A | 0.008% | |
2/6/2024 | PACK Private Wealth LLC | 117,098 | $6.63M | 4.5% | +3.9% | 0.190% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 4,809,262 | $272.45M | 0.1% | -0.3% | 7.814% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 17,767 | $1.01M | 0.0% | +223.2% | 0.029% | |
2/6/2024 | National Bank of Canada FI | 12,080 | $683K | 0.0% | -13.7% | 0.020% | |
2/6/2024 | WESCAP Management Group Inc. | 147,114 | $8.33M | 2.7% | -9.2% | 0.239% | |
2/6/2024 | Power Wealth Management LLC | 15,322 | $868K | 0.6% | N/A | 0.025% | |
2/6/2024 | Natixis Advisors L.P. | 83,950 | $4.76M | 0.0% | -2.2% | 0.136% | |
2/6/2024 | Summit Financial LLC | 68,077 | $3.86M | 0.3% | +2.2% | 0.111% | |
2/5/2024 | Fiducient Advisors LLC | 72,593 | $4.11M | 0.8% | +100.3% | 0.118% | |
2/5/2024 | Sage Rhino Capital LLC | 23,912 | $1.36M | 0.3% | +2.4% | 0.039% | |
2/5/2024 | Firestone Capital Management | 23,542 | $1.33M | 0.4% | +3.6% | 0.038% | |
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2/5/2024 | Duff & Phelps Investment Management Co. | 34,550 | $1.96M | 0.0% | -10.8% | 0.056% | |
2/5/2024 | Mather Group LLC. | 10,709 | $607K | 0.0% | -7.0% | 0.017% | |
2/5/2024 | Silver Oak Securities Incorporated | 18,737 | $1.06M | 0.1% | N/A | 0.030% | |
2/5/2024 | Conservest Capital Advisors Inc. | 57,646 | $3.27M | 0.3% | -2.9% | 0.094% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,754 | $439K | 0.0% | -10.8% | 0.013% | |
2/5/2024 | Brio Consultants LLC | 9,941 | $563K | 0.1% | +6.2% | 0.016% | |
2/2/2024 | Valmark Advisers Inc. | 93,005 | $5.27M | 0.1% | +10.6% | 0.151% | |
2/1/2024 | Sage Mountain Advisors LLC | 13,394 | $759K | 0.1% | N/A | 0.022% | |
2/1/2024 | Treasure Coast Financial Planning | 92,140 | $5.22M | 3.6% | +1.7% | 0.150% | |
2/1/2024 | CWM LLC | 1,360 | $77K | 0.0% | +2,129.5% | 0.002% | |